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Redtail Technology > News >
26 Oct 2022
Manage Your CRM – General Options
Manage your CRM: Manage Workflow Templates
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can build and use Workflow Templates in Redtail.
06 Sep 2022
Redtail Blog Feature Graphic - Newsletter Release
Read Redtail’s September 2022 newsletter
Category: Monthly Newsletter
Read our September newsletter for information on our enhanced Redtail-Orion integration, a new Managing Your CRM series post, and more.
16 Aug 2022
Manage Your CRM – General Options
Manage your CRM: Manage Note Templates
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can build and use Note Templates in Redtail.
22 Jul 2022
Manage Your CRM – General Options
Manage your CRM: Manage Mail Merge Templates
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can build and use Mail Merge Templates in Redtail.
05 Jul 2022
Redtail Blog Feature Graphic - Newsletter Release
Read Redtail’s July 2022 newsletter
Category: Monthly Newsletter
Read our July newsletter for new articles by both our Director of Training and our Co-Founder, a new Managing Your CRM series post, and more.
16 Jun 2022
Manage Your CRM – General Options
Manage your CRM: Manage Custom Export Templates
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can build and use Custom Export Templates in Redtail.
08 Jun 2022
Redtail Blog Feature Graphic - Newsletter Release
Read Redtail’s June 2022 newsletter
Category: Monthly Newsletter
Read our June newsletter for 2022 T3 Survey results, new How to Handle and Managing Your CRM series posts, Best Paw Forward winners, and more.
19 May 2022
Manage Your CRM – General Options
Manage your CRM: Manage Automations
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can customize and use Automation Templates in Redtail CRM.
03 May 2022
Redtail Blog Feature Graphic - Newsletter Release
Read Redtail’s May 2022 newsletter
Category: Monthly Newsletter
Read our May newsletter for info on the big Orion news, CRM release notes, our Managing Your CRM series, Best Paw Forward winners, and more.